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Latest Blogs and Commentary

TechInsights' Semiconductor Analytics Report

February 17, 2023

TechInsights' Semiconductor Analytics Report

TechInsights' Semiconductor Analytics Report

Enterprise Mobility Predictions for 2023

February 16, 2023

Enterprise Mobility Predictions for 2023

As businesses look ahead to 2023 and beyond, what key and emerging technologies will shape the Enterprise Mobility development in 2023 and beyond?

Order activity remains chilly

February 16, 2023

Order activity remains chilly

Order activity remains chilly Shereen Vaux Order activity for semiconductor equipment slipped to 47 degrees All segments dipped a degree with the exception of DAO which has held at the same temperature since December 30th The January data is in from

Handsets to watch for in 2023 for RF front end (RFFE) Innovation

February 16, 2023

Handsets to watch for in 2023 (for RF front end (RFFE) Innovation)

In consultation with our RF Subject Matter Expert, Radu Trandafir, and Technical Product Manager, Van Thompson, here’s a quick rundown of the top mobile phones to watch for in 2023 with potential significant RFFE innovation.

2023 State of the Power Semiconductor Market

February 14, 2023

2023 State of the Power Semiconductor Market

The Power semiconductor market is in for a difficult year with the high demand for vehicle electrification and clean energy, leaving power semiconductors in a shortage. Read the blog for TechInsights’ predictions and discoveries on market consolidation, which is a growing trend in terms of wide bandgap semiconductor material supply.

FPGA Startup Rapid Silicon Enters Market

February 13, 2023

FPGA Startup Rapid Silicon Enters Market

A new startup, Rapid Silicon, is entering the FPGA market. Its Gemini SoC FPGAs, with hardened CPUs, compete against aging midrange alternatives from AMD, Intel, and Microchip.

Analyst Predictions for 2023

February 13, 2023

Analyst Predictions for 2023

MPR’s analysts have developed forecasts for various processor markets. The trend toward PC processors with AI accelerators is under way. Meanwhile, some AI-accelerator startups will topple as their funding runs out.

TechInsights Critical Subsystems Driving Forces Update on Platform

February 10, 2023

TechInsights Critical Subsystems Driving Forces Update on Platform

TechInsights Critical Subsystems Driving Forces Update on Platform Updated files include the following: Driving Forces Device Forecast Summary History and Forecast for PV Revenues, Unit Shipments, and ASPs Substrate Processing Equipment Forecasts

Cycle Mapping and Upturn Timing

February 10, 2023

Cycle Mapping and Upturn Timing

Cycle Mapping and Upturn Timing G. Dan Hutcheson The Chip Insider® Cycle Mapping 2022-2023: 6-months into the slowdown, quarterly and December’s results – in particular – have revealed how this slowdown resembles previous cycles. Some believe it must

SemiWeek

February 10, 2023

SemiWEEK: Caution prevails as dark clouds linger; Semiconductor sales fell 9% last week; Stocks fell

Semiconductor WEEK: An overview of results and conclusions from recent reports at TechInsights.

TechInsights' Semiconductor Analytics Report

February 08, 2023

TechInsights' Semiconductor Analytics report

TechInsights' Semiconductor Analytics report

Caution prevails as dark clouds linger

February 08, 2023

Caution prevails as dark clouds linger

Caution prevails as dark clouds linger Shereen Vaux Order activity for semiconductor equipment dropped to a chilly 48 SOC Mobile and Digital Consumers dropped a degree in cool conditions Memory activity is stuck at freezing levels Many Semiconductor

A Trip Down TSMC Memory Lane – Part 3

February 07, 2023

A Trip Down TSMC Memory Lane – Part 3

At the end of Part 2 of the blog we had reached 2009 and the 40-nm generation; which put TSMC out of sync with other companies, who were marketing their 45-nm product. That discrepancy continued with the usual 70% shrink to the next node, 28-nm for TSMC and 32-nm for IDMs such as Intel and IBM.

AMD’s MI300 Targets HPC and AI

February 06, 2023

AMD’s MI300 Targets HPC and AI

AMD’s MI300 accelerator will compete with Nvidia's Grace Hopper in the HPC and AI markets. It uses AMD's third-generation CDNA3 architecture and features x86, GPU, and memory die in a single package for improved performance.

Qualcomm Integrates Cockpit, ADAS

February 06, 2023

Qualcomm Integrates Cockpit, ADAS

Qualcomm’s Ride Flex SoC combines ADAS and cockpit applications, integrating workloads that have no safety criticality with those requiring ASIL B and ASIL D safety.

TSMC Reveals 3nm Process Details

February 06, 2023

TSMC Reveals 3nm Process Details

TSMC presented papers at IEDM detailing its 3nm N3 and N3E processes. N3 reduces CPP by 6nm compared with N5. SRAM cells are no smaller in N3E than in N5.

Memory Technology Trends and Challenges

February 06, 2023

Memory Technology Trends and Challenges

Recently, TechInsights hosted a Memory webinar where Dr. Jeongdong Choe, Senior Technical Fellow at TechInsights, discussed the latest memory technology trends and challenges for DRAM and NAND devices.

TechInsights Critical Sub-systems Graphics file on Platform

February 03, 2023

TechInsights Critical Sub-systems Graphics file on Platform

TechInsights Critical Sub-systems Graphics file on Platform Updated CSUBS Graphics file is now available: Driving Forces Misc. Reports CSUBS Graphics 230203 CSUBS, Equipment, Macroeconomic quarterly CSUBS, Equipment sales forecast annual Supply Chain

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